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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED_RES | 2022-04-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/2009 | 02/2018 |
| Lpl Financial Llc | Jesup | GA | 02/2018 | 04/2022 |
| Silver Oak Securities, Inc. | Jesup | GA | 04/2022 | Present |
1) Gary W. Dorsey and Associates,Is Investment Related,,DBA for Life Insurance and Fixed Annuity Sales and Non-Variable Insurance Trails - OWNER - Time Spent 2.5% Start Date 01/01/95.,Owner,1995-01-01,1 hours per month,0 hours per month during trading hours,Commission Compensation,"Life, Disability, Long-Term Care Insurance and Annuity Sales" 2) None-personal rental income,Is Investment Related,,Real Estate Rental,Owner,2001-01-01,1 hours per month,0 hours per month during trading hours,Other Compensation,Collect rental income from rental property 3) Gary W. Dorsey and Associates,Is Investment Related,,DBA for Securities and Investment Advisory Business - OWNER - Time Spent 95% Start Date 01/01/95.,Owner,1995-01-01,150 hours per month,2 hours per month during trading hours,Fee Based Compensation,DBA for Securities and Investment Advisory Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-19 |
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